Greater Boston
Exit Planning Exchange Summit 2024
The XPX Summit is back in person and for a full day on March 14th at Nutter. The pinnacle event of the year will be packed with amazing keynotes, dynamic panels, and interactive fireside chats with plenty of time for networking in between. As this is a full day event, admission includes breakfast, lunch, and refreshments as well as a cocktail party to conclude and connect.
Schedule
Check In & Networking Lunch
Welcome & Introductions
Session 1
“Why I Hired You, Why I Fired You”
Host/Moderator: Gaby Jenkins, Co-Founder,
Waypoint Growth Advisors
Sharing Their Expertise:
- Tim Andersen, CEO of Vertical Mechanical Group
Session 2
“Tools & Tech for Better Engagement”
Introduction: Paul Schmid, Partner at ArentFox Schiff LLP
“Ted-Talk” Speaker:
- Luis Cortes, Marketing Executive at Red Hat (IBM), AI expert, investor and serial entrepreneur
Networking Break
Session 3
“Leveraging EQ - The Softer Side of Engagements”
Host/Moderator: Greg Romero, Founder and Principal of Romero Solutions Group
Sharing Their Expertise:
- Greg Nanigian, President/CEO of Greg Nanigian and Associates (Sandler Sales Institute affiliate)
- Victoria Nessen, Director of Marketing and Growth, CFAR: Coaching and Consulting
Session 4
“Building and Transitioning Your Practice”
Host/Moderator – Josh French, Partner at Nutter, McClennen & Fish
Closing Speaker
“State of the Economy”
Sponsor Introductions:
- Derek Mohamed, MD, Private Wealth Advisor & Leland Mindnich, VP, Private Wealth Advisor of Mohamed Merola Private Wealth (JP Morgan)
Sharing Their Expertise:
- Stephen Jury, Senior Strategist at JP Morgan
Networking Reception
Tickets & Registration
*Contact angie@exitplanningexchange.com to get your promo code.
A $25.00 Same Day/Walk-In Fee Registrations will be added to the above fees. Please register early.
Summit Venue Host
you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Summit Sponsors
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.